Purchases and Sales Made in Q2 2024 in Ishares National Muni Bond ETF (MUB)
This table provides information about the institutional ownership of Ishares National Muni Bond ETF (MUB) during Q2 2024. The information is specifically focused on institutions that hold shares of ISHARES NATIONAL MUNI BOND ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
703+ 9.97% |
$74.1K - $75.3K
|
7.76K
$840K
|
|
|
Jul 18, 2024
Q2 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
680+ 6.01% |
$71.7K - $72.9K
|
12K
$1.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Forte Asset Management LLC
|
BUY
|
- |
678+ 2.67% |
$71.4K - $72.7K
|
26.1K
$2.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
662+ 2.08% |
$69.8K - $70.9K
|
32.6K
$3.53M
|
|
|
Jul 24, 2024
Q2 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
656+ 16.16% |
$69.1K - $70.3K
|
4.72K
$511K
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
653+ 25.1% |
$68.8K - $70K
|
3.26K
$353K
|
|
|
Jul 11, 2024
Q2 2024
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
652+ 18.76% |
$68.7K - $69.9K
|
4.13K
$447K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
652+ 4.7% |
$68.7K - $69.9K
|
14.5K
$1.57M
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
639+ 0.36% |
$67.3K - $68.5K
|
177K
$19.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
638+ 4.1% |
$67.2K - $68.4K
|
16.2K
$1.75M
|
|
|
Jul 22, 2024
Q2 2024
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
635+ 9.89% |
$66.9K - $68K
|
7.06K
$765K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
622+ 6.58% |
$65.5K - $66.7K
|
10.1K
$1.09M
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
621+ 3.53% |
$65.4K - $66.5K
|
18.2K
$1.98M
|
|
|
Jul 15, 2024
Q2 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
618+ 4.37% |
$65.1K - $66.2K
|
14.8K
$1.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
617+ 0.47% |
$65K - $66.1K
|
132K
$14.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
614+ 7.54% |
$64.7K - $65.8K
|
8.75K
$948K
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
608+ 4.27% |
$64.1K - $65.2K
|
14.9K
$1.61M
|
|
|
Aug 05, 2024
Q2 2024
|
Brio Consultants, LLC
|
BUY
|
- |
607+ 2.09% |
$64K - $65K
|
29.6K
$3.21M
|
|
|
Jul 11, 2024
Q2 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
603+ 5.94% |
$63.5K - $64.6K
|
10.8K
$1.17M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
581+ 3.47% |
$61.2K - $62.3K
|
17.3K
$1.87M
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
576+ 1858.06% |
$60.7K - $61.7K
|
607
$65.8K
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
575+ 33.82% |
$60.6K - $61.6K
|
2.28K
$246K
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
572+ 16.28% |
$60.3K - $61.3K
|
4.09K
$443K
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
563+ 8.35% |
$59.3K - $60.3K
|
7.31K
$792K
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
550+ 2.93% |
$58K - $58.9K
|
19.3K
$2.09M
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
548+ 12.74% |
$57.7K - $58.7K
|
4.85K
$526K
|
|
|
Jul 23, 2024
Q2 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
548+ 15.52% |
$57.7K - $58.7K
|
4.08K
$442K
|
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
530+ 2.17% |
$55.8K - $56.8K
|
24.9K
$2.7M
|
|
|
Jul 17, 2024
Q2 2024
|
Asio Capital, LLC
|
BUY
|
- |
519+ 0.25% |
$54.7K - $55.6K
|
206K
$22.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
500+ 212.77% |
$52.7K - $53.6K
|
735
$79.6K
|
|
|
Aug 05, 2024
Q2 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
500+ 1.78% |
$52.7K - $53.6K
|
28.6K
$3.1M
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
BUY
|
- |
495+ 2.83% |
$52.2K - $53K
|
18K
$1.95M
|
|
|
Jul 11, 2024
Q2 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
495+ 10.72% |
$52.2K - $53K
|
5.11K
$554K
|
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
495+ 4.8% |
$52.2K - $53K
|
10.8K
$1.17M
|
|
|
Aug 09, 2024
Q2 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
495+ 0.17% |
$52.2K - $53K
|
291K
$31.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
494+ 0.98% |
$52.1K - $52.9K
|
50.7K
$5.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
491+ 0.69% |
$51.7K - $52.6K
|
71.9K
$7.79M
|
|
|
Jul 15, 2024
Q2 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
486+ 1.87% |
$51.2K - $52.1K
|
26.5K
$2.87M
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
486+ 3.16% |
$51.2K - $52.1K
|
15.9K
$1.72M
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
475+ 100.64% |
$50.1K - $50.9K
|
947
$103K
|
|
|
Aug 12, 2024
Q2 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
470+ 6.77% |
$49.5K - $50.4K
|
7.42K
$803K
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
469+ 6.18% |
$49.4K - $50.3K
|
8.06K
$874K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
464+ 3.96% |
$48.9K - $49.7K
|
12.2K
$1.32M
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
453+ 18.12% |
$47.7K - $48.5K
|
2.95K
$320K
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
448+ 11.65% |
$47.2K - $48K
|
4.29K
$465K
|
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
447+ 10.43% |
$47.1K - $47.9K
|
4.73K
$513K
|
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
437+ 10.16% |
$46K - $46.8K
|
4.74K
$513K
|
|
|
Jul 26, 2024
Q2 2024
|
Trust CO Of Virginia
|
BUY
|
- |
429+ 4.99% |
$45.2K - $46K
|
9.02K
$977K
|
|
|
Jul 17, 2024
Q2 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
426+ 1.71% |
$44.9K - $45.7K
|
25.3K
$2.74M
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
425+ 0.95% |
$44.8K - $45.5K
|
45K
$4.88M
|